Your Windows user account must have Write permission or higher to the Cloud Cruiser installation directory tree as described in the last step of the procedure in Installing the Cloud Cruiser application.

If you use Oracle as your Cloud Cruiser database server, you must install the Oracle driver for Cloud Cruiser Analytics Server. Contact HPE Support for this driver.

To set up the data source

If you installed HPE Consumption Analytics Portal Desktop and Cloud Cruiser on separate machines, copy the directory <install_dir>/analytics from the Cloud Cruiser machine to a location of your choosing on the Cloud Cruiser Analytics Desktop machine. This enables you to open files from this directory in Cloud Cruiser Analytics Desktop.

Double-click the file <install_dir>/analytics/datasource/<databaseType>/charges.tds to open it in HPE Consumption Analytics Portal Desktop. If you receive a Custom SQL Warning message, click Yes to connect.

In the upper left corner of the HPE Consumption Analytics Portal Desktop window, right-click the charges data source and choose Edit Data Source.

In the Microsoft SQL Server window, enter the server name and one of the following sets of credentials for your SQL Server database server, then click Connect.

(recommended) To work with only relevant database objects, enter the Reporting User name and password you created in the Database Settings screen of the HPE Consumption Analytics Portal installer. The default reporting user is ccreport.

Details

Cloud Cruiser recommends that you use a dedicated database user account called a reporting user in your Cloud Cruiser Analytics data source instead of the application user. Because the reporting user has fewer permissions in your Cloud Cruiser database, this prevents irrelevant database objects from appearing when you create and edit analytics reports in Cloud Cruiser Analytics Desktop, making it easier to find what you need.

The reporting user has read-only permission to the following views in the Cloud Cruiser database, all owned by dbo:

The view for each schema created on your Cloud Cruiser instance

ReportAccounts

ReportAccountSecurity

ReportAccountsGeneric

ReportCharge

ReportChargeUsage

ReportDetail

ReportRateModel

ReportServices

ReportSummary

ReportUsage

ReportUsageDimension

ReportUsageMeasure

To work with all database objects, enter the Application User name and password you created in the Database Settings screen of the HPE Consumption Analytics Portal installer.

In the Database menu, verify that your HPE Consumption Analytics Portal database is selected. The defult name for the database during installation is ccdb.

Click Go to Worksheet, then right-click charges and choose Publish to Server.

In the Server field of the Tableau Server Sign In box, enter the hostname and port of your HPE Consumption Analytics Portal Server machine, and then click Connect. For example, enter localhost:8080

In the Username and Password fields, enter the administrator username and password you created when you installed HPE Consumption Analytics Portal Server, and then click Sign In.

In the Select Site dialog box, select CloudCruiser and then click OK. The Publish Data Source to Tableau Server dialog box appears.

In the Authentication field, select Embedded password.

Under Refresh Extract, for the Full option select Weekday early mornings. HPE Consumption Analytics Portal Server will query the HPE Consumption Analytics Portal database at 4am every weekday and update its extract with current data. Make sure that any HPE Consumption Analytics Portal jobs that run nightly and publish data are scheduled early enough to finish before 4am.

Click Publish, and then click OK in the dialog box that confirms that the data source has been successfully published. If you are prompted to embed credentials, click Yes.

It is not necessary to save the workbook.

What to do next

Publish the workbooks shipped with HPE Consumption Analytics Portal that appear under My Insights in the Cloud Cruiser Portal. Continue to the next article, Publishing the included workbooks.